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Resources

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Showing 9 Results of 168
MC Ray

Video

Solving for Sequence of Returns Risk

Feb 07, 2019
DPL Consultant Kameron McRay discusses how market fluctuations can impact when and how a client...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #2

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...

Article

Retirement Paycheck No-Brainer

Feb 07, 2019
Financial Advisor Retirement Paycheck No-Brainer Imagine if you had to replicate—at an individual client level—every...
READ THIS AT FA MAGAZINE

Video

DPL’s membership model explained

Feb 07, 2019
DPL has strategically partnered with over 200 RIA firms to bring low-cost, Commission-Free solutions, designed...
David Lau

Video

Why DPL is a Fan of Annuities - Reason #3

Feb 07, 2019
DPL’s David Lau talks about the reasons why DPL believes that annuities are an important...
Ross McGoodwin

Video

Responding to the RIAs need for technology integration

Nov 30, 2018
DPL Consultant Ross McGoodwin discusses the importance of technology to the RIA and how DPL...
Sam Johnson

Video

What surprises RIAs

Nov 30, 2018
DPL Senior Consultant Sam Johnson talks about what RIAs find surprising when they learn about...

Article

Time for RIAs to Rethink Insurance

Oct 25, 2018
Think Advisor Time for RIAs to Rethink Insurance At a recent conference of financial planners...
READ THIS AT THINKADVISOR

Podcast

The Money Life Podcast

Jul 09, 2018
David Lau, Founder & CEO of DPL Financial Partners talks about his latest venture: Commission-Free...

Become a member

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.